Bedel Financial Consulting’s Diageo DEO Stock Holding History

Bedel Financial Consulting’s Portfolio DEO Stock Details DEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-100	Closed	-$20K	–	363
2022 Q1	$20K	Hold	100	–	–	0.01%	547
2021 Q4	$22K	Hold	100	–	–	0.01%	547
2021 Q3	$19K	Hold	100	–	–	0.01%	555
2021 Q2	$19K	Hold	100	–	–	0.01%	564
2021 Q1	$16K	Hold	100	–	–	0.01%	555
2020 Q4	$16K	Hold	100	–	–	0.01%	475
2020 Q3	$14K	Sell	100 -225	-69%	-$31K	0.01%	467
2020 Q2	$44K	Hold	325	–	–	0.02%	291
2020 Q1	$41K	Hold	325	–	–	0.03%	288
2019 Q4	$55K	Hold	325	–	–	0.03%	276
2019 Q3	$53K	Hold	325	–	–	0.03%	275
2019 Q2	$56K	Hold	325	–	–	0.03%	267
2019 Q1	$53K	Hold	325	–	–	0.03%	266
2018 Q4	$46K	Hold	325	–	–	0.03%	264
2018 Q3	$44K	Hold	325	–	–	0.03%	287
2018 Q2	$47K	Hold	325	–	–	0.03%	273
2018 Q1	$44K	Buy	+325	New	+$45.2K	0.03%	280

Other funds holding DEO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return